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中集集团(000039) - 000039中集集团投资者关系管理信息20250515
2025-05-15 14:04
证券代码:000039、299901 证券简称:中集集团、中集 H 代 中国国际海运集装箱(集团)股份有限公司 投资者关系活动记录表 编号:2025-08 投资者关系活 动类别 □特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 √其他 (2024 年度股东大会) 参与单位名称 及人员姓名 部分股东代表、媒体记者等 时间 2025 年 5 月 15 日 14:30-16:00 地点 中集集团总部 上市公司 接待人员 姓名 出席/列席本次股东大会的公司董监高包括: 董事长 麦伯良先生 董事 赵金涛先生 董事 赵峰女士 独立董事 杨雄先生 独立董事 张光华先生 候任董事 徐腊平先生 候任独立董事 王桂埙先生 监事 马天飞先生 总裁 高翔先生 副总裁 于玉群先生 副总裁兼财务总监(CFO) 曾邗先生 董事会秘书 吴三强先生 收入人民币 13.06 亿元,同比猛增 80.0%;化工环境分部 2025 年 第一季度实现收入人民币 5.70 亿元,同比增长 1.4%,罐箱业务 整体呈弱复苏态势;液态食品分部在手项目稳步交付,2025 年第 一季度收入同比增长 4.3%至人民币 8 ...
红星冷链:成长能力及区域局限制约发展空间,大举分红后再募资补流为哪般?|IPO观察
Sou Hu Cai Jing· 2025-05-15 09:41
近期,红星冷链(湖南)股份有限公司(下称"红星冷链")提交了招股说明书,拟港交所IPO上市。 笔者注意到,红星冷链IPO前夕大举分红,公司将近三年合计赚到的84.39%的净利润分给了股东,特别是2024年,公司1.4亿元的现金分红,不仅是公司2024 年全部利润,还将之前年份的利润分了5700多万元。业绩方面,红星冷链营收的年均复合增率为-0.67%,远低于行业增速,而且其营收主要来自湖南省。可 以说,公司的成长能力及区域局制大大制约了公司的发展空间。大举分红后再募资,颇有找接盘侠的意味。 大举分红 另外,红星冷链此次港股IPO募资的主要目的具体如下: 红星冷链是一家冷冻食品交易和冷冻仓储服务综合服务平台,总部位于湖南省长沙市,公司的业务以综合服务平台为中心,该平台将专业的冷冻食品交易平 台与先进的冷冻仓储设施相结合。 2022年-2024年(下称"报告期"),红星冷链分别实现营业收入23673.6万元、20176万元、23357.6万元,年内利润分别为7911.2万元、7531.2万元、8288万 元,业绩存在波动。 笔者注意到,近三年红星冷链合计实现了23730.4万元的净利润,但这些净利润似乎还未"捂热 ...
打造肉制品供应链标杆!天业冷链与金锣肉制品达成战略合作
Nan Fang Nong Cun Bao· 2025-05-14 13:32
打造肉制品供应 链标杆!天业冷 链与金锣肉制品 达成战略合作_ 南方+_南方plus 日前,广东新供 销天业冷链集团 有限公司(以下 简称"天业冷链 公司")与临沂 新程金锣肉制品 集团有限公司 (以下简称"金 锣集团")在广 东供销冷链物流 骨干网粤港澳大 湾区中心库举行 战略合作签约暨 联合招商大会, 近200家经销商 共同见证了这一 重要时刻。 双方此次合作将 围绕冷链仓储物 流、创新供应链 服务、供应链数 智化升级等关键 领域展开深度协 作。充分借助彼 此在行业内的优 势资源,以"冷 链+渠道"双轮驱 动模式为引领, 推动冷链物流服 务实现从传统 的"仓储运输"向 更高附加值 的"供应链服 务"转型升级。 在全链路优化方 面,双方合作聚 焦实现"生产端 降本增效—流通 端短链直达—消 费端品质保 障"。天业冷链 公司将依托广东 供销冷链基础设 施骨干网的全省 网络布局以及全 程冷链供应链服 务体系,与金锣 集团共同打造冷 提供库存周转支 持,切实缓解中 小企业的资金压 力。 冻肉品前置仓模 式,助力金锣集 团在华南地区的 销售网络与天业 冷链园区实现无 缝对接,更加贴 近终端消费市 场,有效缩短产 品 ...
农产品电商供应链管理有多重要?这些关键点你知道吗
Sou Hu Cai Jing· 2025-05-13 10:05
Core Insights - The article emphasizes the importance of agricultural e-commerce supply chain management as a crucial link between producers, e-commerce platforms, and consumers, enhancing product circulation speed, ensuring quality, and reducing costs [1] Supply Chain Composition - The agricultural e-commerce supply chain consists of producers, suppliers, e-commerce platforms, logistics providers, and consumers, with each component being interdependent [2] - For instance, in the fruit industry, farmers grow fruits, suppliers handle acquisition and packaging, and logistics ensure timely delivery to consumers [2] Quality Control - Quality control is fundamental in the agricultural e-commerce supply chain, starting from strict standards in planting and breeding, to careful selection of fertilizers and pesticides [3] - During storage, maintaining appropriate temperature and humidity is critical to prevent spoilage, especially for perishable items like berries [5] - Continuous quality checks during transportation and sales are essential to ensure high-quality products reach consumers, enhancing satisfaction and loyalty [5] Logistics and Distribution - Efficient logistics and distribution directly impact consumer shopping experiences, with cold chain logistics being vital for perishable goods [6] - Optimizing delivery routes and utilizing data analytics can significantly reduce delivery times and costs, while pre-positioning goods in warehouses near consumers can enhance delivery speed [6] Information Management - Effective information management is crucial for transparency and information sharing across the supply chain, allowing producers to adjust strategies based on market demand [9] - E-commerce platforms can leverage detailed sales data for market predictions and marketing strategies, while logistics providers can optimize delivery processes based on real-time information [9] - Implementing blockchain technology can enhance data security and authenticity throughout the supply chain [9] Cost Control - Reducing costs is essential for enhancing profitability in the agricultural e-commerce supply chain, which includes establishing long-term relationships with reliable suppliers [10] - Utilizing advanced agricultural techniques can improve yield and reduce per-unit costs, while efficient inventory management can minimize excess and waste [12] Risk Management - The agricultural e-commerce supply chain faces various risks, including natural disasters, market demand fluctuations, and regulatory changes [13] - Establishing a risk warning system and collaborating with insurance companies can mitigate potential losses from unforeseen events [13]
中粮科工(301058):深度服务粮食供应安全现代产业链 冷链物流技术领先
Xin Lang Cai Jing· 2025-05-13 02:48
中粮科工2024 年新签订单增长9.2%,冷链物流新签订单增长10.3%。公司深度服务中粮集团粮食供应安 全现代产业链,是我国冷链物流行业规模快增的核心受益方。 投资要点: 维持增持。下调预 测 2025-2026 年 EPS0.52/0.59 元(原 0.57/0.67 元)增15.0/13.2%,预测2027 年EPS 为0.66 元增11.0%。公司受益于我国冷链物流行业规模快增,给予2025 年29 倍PE,维持目标价15.08 元。 本报告导读: 2024 年归母净利润增7.3%,经营现金流同比增长18.7%。(1)2024 年营收26.5 亿元增9.8%(Q1-Q4 同 比-16.1/-8.0/+7.4/+32.4%),2025 年Q1 营收4.7 亿元增32.2% 。归母净利2.3 亿元增7.34%(Q1-Q4 同比 +1.8/-0.6/36.0/6.2%),2025 年Q1 归母净利0.4 亿元增7.6%。2024 年扣非归母净利2.2 亿元增5.7%,2025 年 Q1 扣非归母净利0.3 亿元增9.2%。 (4)应收账款7.4 亿元增9.30%,减值损失合计1.1 亿元(23 年0.4 亿 ...
京东物流集团赴华鼎冷链参观交流
Core Insights - JD Logistics and Huading Cold Chain Technology are collaborating to enhance the digitalization and intelligence of the cold chain logistics industry through resource integration and innovative models [1][2][4] Group 1: Collaboration Focus - The two companies discussed the integration of logistics automation facilities and computing networks, with JD Logistics showcasing its full-temperature transportation solutions for cold chain e-commerce warehouses [1] - Huading Cold Chain has invested 300 million yuan in an information system that efficiently matches order demands with warehousing and transportation [1] - Future cooperation will focus on automated warehouses and intelligent temperature control equipment, optimizing cold chain logistics route planning through computing networks [1] Group 2: Supply Chain Finance - Supply chain finance emerged as a key area of collaboration, with JD Logistics leveraging its digital risk control capabilities to introduce innovative financial products in the cold chain sector [1] - Huading Cold Chain, as a core service provider in the restaurant supply chain, has experience serving over 200,000 terminal stores [1] - The companies plan to explore deep integration of "logistics + finance" using blockchain technology to provide low-cost, efficient financing services for small and medium-sized restaurant enterprises [1] Group 3: Strategic Vision - JD Logistics aims to empower the cold chain industry through technological innovation, while Huading Cold Chain plans to leverage its network and data advantages for comprehensive collaboration [2] - The partnership is seen as a significant milestone following mutual visits in 2024, with both companies positioned to accelerate the automation and digitalization of cold chain logistics [4] - The collaboration is expected to provide cost-reduction and efficiency-enhancing solutions while maintaining risk control for industries such as chain restaurants [4]
【物流】行业市场规模:2024年中国物流行业市场规模突破360万亿元,工业品物流占主要份额
Qian Zhan Wang· 2025-05-12 04:00
转自:前瞻产业研究院 行业主要上市公司:顺丰控股(002352.sz)、厦门象屿(600057.sh)、中国外运(00598.hk)、韵达股份 (002120.sz)等; 物流分为农产品、工业、消费、进口领域物流。根据中国物流与采购联合会数据,2024年,农产品物流 总额5.5万亿元,按可比价格计算,同比增长4.0%;工业品物流总额318.4万亿元,增长5.8%;进口货物物 流总额18.4万亿元,增长3.9 %;再生资源物流总额4.4万亿元,增长15.7%;单位与居民物品物流总额13.9 万亿元,增长6.7%。 本文核心数据:中国物流行业市场规模; 2024年中国物流行业市场规模突破360万亿元 物流是指物品从供应地向接收地的实体流动过程,根据实际需要,将运输、储存、装卸、搬运、包装、 流通加工、配送、信息处理等基本功能进行有机结合。中国物流与采购联合会数据显示,2024年全国社 会物流总额360.6万亿元,同比增长5.8%。五年行业复合增速为13.82%。 细分市场 更多本行业研究分析详见前瞻产业研究院《中国物流行业市场前瞻与投资战略规划分析报告》 产业竞争 中国物流行业参与企业有顺丰控股、中远海运、象屿股 ...
外滩啖荔时!2025广东(粤西)荔枝上海推介活动即将启幕
Nan Fang Nong Cun Bao· 2025-05-11 12:04
外滩啖荔时! 2025广东(粤 西)荔枝上海推 介活动即将启幕 _南方+_南方 plus 荔枝上市,百果 让路。5月将过 半,夏日的岭南 至味加速离开枝 头,怀揣甜蜜期 待奔向远方。5 月13日,2025广 东(粤西)荔枝 上海推介活动, 将在广东名特优 新农产品(上 海)推介中心举 行,以果为媒、 以会为桥,诚邀 华东消费者共赴 一场岭南佳果的 品鉴之旅,共谋 粤沪农业合作的 新篇章。本次活 动由广东省农业 对外经济与农民 合作促进中心、 茂名市农业农村 局、湛江市农业 农村局、阳江市 农业农村局主 办。 《2025广东荔枝 采购导图》显 示,粤西片区荔 枝预计总产量达 99万吨,占全省 总产量的三分之 一以上,其中茂 名、湛江、阳江 等主产区凭借早 熟品种三月红、 白糖罂和中晚熟 优质品种桂味、 糯米糍等,形成 早中晚熟搭配、 品种多元互补的 产业格局。与此 同时,上海及华 东地区作为全国 高端水果消费的 核心市场,对荔 枝的需求持续旺 盛。 2025年广东荔枝采购导图。 世界荔枝看中 国,中国荔枝看 广东。作为广东 荔枝核心产区, 粤西的茂名、湛 江、阳江等地凭 借得天独厚的自 采购商、供应商 将围绕订 ...
中国生鲜冷链技术突破国际壁垒!江苏省农科院多维度一体化创新成果首登国际顶尖平台
Yang Zi Wan Bao Wang· 2025-05-10 12:15
Core Insights - The Jiangsu Academy of Agricultural Sciences has achieved a significant breakthrough in fresh agricultural product preservation technology, integrating cold chain circulation technology into a comprehensive solution, marking a shift from "following" to "keeping pace" with Western technologies in post-harvest technology [1][13] Group 1: Pre-cooling Technology - The team has developed two innovative pre-cooling systems that enhance efficiency by 50%, reduce moisture loss by 70%, and cut energy consumption by 15%, addressing the limitations of traditional pre-cooling equipment [3] Group 2: Green Sterilization Technology - The use of mildly acidic electrolyzed water technology allows for effective microbial reduction of over 40% on vegetable surfaces, eliminating chemical residue risks and promoting eco-friendly preservation methods [6] Group 3: Functional Packaging Matrix - A comprehensive functional packaging matrix has been created, which includes micro-perforated, antibacterial, and high moisture permeability materials, effectively extending the shelf life of leafy vegetables by over two times [8] Group 4: Smart Preservation Terminals - The introduction of a smart light-controlled preservation unit utilizes spectral biology principles and AI algorithms to extend the shelf life of vegetables by two times while enhancing their appearance [10] Group 5: Smart Cold Chain Ecosystem - The integration of 5G and IoT technologies has led to the establishment of a comprehensive cold chain logistics information platform, enabling real-time data collection and analysis for improved management [12] Group 6: Industry Significance - The advancements significantly reduce post-harvest losses, which in China are typically between 25%-30%, far exceeding the less than 5% in Western countries, thus supporting farmers' income and market expansion [13]
上海海洋大学:攻克海陆一体化冷链系列技术
在海产品船上速冻工艺方面,团队发明了船用低渗盐量氯化钙浸渍冻结海水鱼方法,冷冻海水鱼抗氧化冰衣配方和自动镀冰衣装置。采用该技术,冷冻 海水鱼可保持一级鲜度300天,破解冻品氧化变色难题。 上海海洋大学食品学院技术团队历时十余年,围绕"海产品海陆一体化冷链"展开攻关,研发出系列创新装备与方法,显著提升了冷链效率与品质。目 前,相关技术已在龙头企业推广应用,近三年累计新增产值近15亿元,创汇千万美元,节约能耗资金上亿元。冷库能耗较全国平均水平降低60%,冷藏运输 设备节能15%,每年减少碳排放数千万吨。 在船用、陆用新型冷链装备研制方面,团队联合国内冷链装备制造企业,针对冻结设备单一、冻结效率低的问题,创制了自动出料立式平板冻结装置、 上下冲击式速冻机,提出了冷库的性能优化和制冷系统节能技术,发明了节能型冷藏运输设备。 长期以来,我国海产品在捕捞后的损耗率高达15%~20%,年均经济损失超150亿元。传统冷链技术常因海陆脱节、能耗高、冻品品质差等问题让海 鲜"折损"在路上,同时伴随高碳排放与资源浪费。 "像金枪鱼这样的鱼类,在稳定的超低温环境下(-60℃以下)才能很好地避免其氧化、变色,而远洋渔船海上作业时间长, ...